Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RKRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-3) | 4.13% | 12.82% | 11.40% | 5.78% | 6.76% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RKRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-3) | 08/31/2015 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 12.82 | 11.40 | 5.78 | 6.76 | NA | NA | … | … | 4.13 | 15.26 | 8.86 | 9.06 | -10.21 | 11.81 | 7.21 | 15.14 | -4.14 | 11.02 | 7.48 | 1.49 |
| Sharpe Ratio | NA | 1.68 | 1.19 | 0.42 | 0.62 | NA | NA | … | … | 1.05 | 1.62 | 0.83 | 0.79 | -1.05 | 1.89 | 0.45 | 2.80 | -0.82 | 3.14 | 1.04 | 0.53 |
| Standard Deviation(%) | NA | 6.44 | 7.16 | 7.95 | 8.24 | NA | NA | … | … | 7.77 | 7.69 | 6.29 | 6.93 | 11.13 | 6.25 | 15.42 | 4.87 | 6.79 | 3.32 | 7.02 | 8.38 |
| Draw Down(%) | NA | 5.63 | 6.85 | 16.99 | 18.53 | NA | NA | … | … | 5.63 | 6.82 | 3.22 | 6.85 | 16.99 | 2.88 | 18.53 | 2.26 | 9.23 | 1.20 | 4.48 | 3.00 |
| Yield(%) | 0.00 | 5.63 | 4.39 | 3.82 | 4.10 | 2.96 | 2.22 | … | … | 0.50 | 5.91 | 3.23 | 3.46 | 4.12 | 3.54 | 3.89 | 4.03 | 3.35 | 2.65 | 2.78 | 0.69 |
Data as of 06/10/2026, Common starting date is 08/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-3) |
1.31%
Sep 2019 – Sep 2022 |
2.42%
Sep 2017 – Sep 2022 |
6.48%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-3) |
13.01%
Sep 2022 – Sep 2025 |
8.00%
Dec 2016 – Dec 2021 |
7.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart